Cassady Schiller Wealth Management’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $16.3K | Buy |
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|
2024
Q3 | $11K | Hold |
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|
2024
Q2 | $10.6K | Hold |
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|
2024
Q1 | $13.9K | Buy |
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|
2023
Q4 | $9.67K | Hold |
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|
2023
Q3 | $5.53K | Hold |
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|
2023
Q2 | $8.32K | Hold |
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|
2023
Q1 | $8.58K | Hold |
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|
2022
Q4 | $7.86K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $24K | Buy |
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